Financial Planning Director

Team Description

Birmingham Financial Planning team works as part of regional hub with Cheltenham, Bristol and Exeter Offices. Based in Birmingham there is an existing team including financial planners, paraplanners and other support staff. Working collegiately with the wider office function and South West Offices.

Responsibilities

• Provide financial planning and investment advice in all key areas of expertise to new and existing clients of the firm.
• Manage key Investment Management relationships with Financial Planning. To promote holistic financial planning to the business and to clients directly. To promote the wealth and investment proposition for Investec including Discretionary Investment Management.
• Help build and develop strategic relationships both internally and externally, contributing to the growth of the business in terms of assets under advice and assets under management contributing to the growth in overall office and ...

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